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Selasa, 22 Februari 2011

2011 the year of heavy equipment sales - JP Morgan

* Buy United Tractors (UNTR) – January volumes surges – much better than expected. Komatsu deliveries surged in January, to an all-time record level of 731 units (up over 100% m/m & y/y). While we anticipated a rebound from the weak December, the data (released after market) appears much better than expected and should drive the stock higher. My take – 1Q should have been a seasonaly weak quarter for mining equipment purchase, but both UNTR and INTA had a very strong start of the year so far. This year could be the year of heavy equipment purchase out of Indonesia. Buy UNTR and INTA.

https://mm.jpmorgan.com/PubServlet?action=open&doc=GPS-551328-0.pdf
Posted by Saham Pilihan at 08.56

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